Collins Mann is able to provide Financial Planning services via its relationship with Australian Financial Services Limited
ABN 50 116 900 362. Some of our staff are Authorised Representatives of Australian Financial Services Limited and can provide Financial planning Advice. Australian Financial Services Limited is a Licensed Dealer in Securities, a Registered Life Insurance Broker and a Principal Member of the Financial Planning Association of Australia.

Developing a plan of attack requires knowledge, experience and understanding of the dynamics of financial markets. This, combined with current information of financial products and investment opportunities places Collins Mann at an advantage in developing your personal funds placement strategy.

In delivering a funds placement strategy to our clients, Collins Mann works through an information gathering process to present a snapshot of your current financial position coupled with specific investment criteria and a nominated range of return levels. Using these services, clients can confidently plan their future and remain compliant in the process.

Our Wealth Creation Services include:

Investment Service Investment evaluation, review and planning Wealth Creation Investment Strategies including margin lending and gearing strategies Retirement and Redundancy Planning Superannuation Advice and Planning including self managed super funds and compliance reviews. Allocated Pensions Assistance with buying and selling direct shares Direct Equity Portfolio Management

Risk Insurance Advice Life Trauma Total & Permanent Disability Income Protection Diversified Investment Choice Managed Funds Direct Shares Property Fixed Interest; and Cash